BlackDiamond Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
23,889
+448
| +2% | +$93.1K | 2.87% | 4 |
|
|
2025
Q1 | $4.65M | Buy |
23,441
+1,180
| +5% | +$234K | 3.14% | 6 |
|
|
2024
Q4 | $5.57M | Buy |
22,261
+768
| +4% | +$192K | 3.22% | 3 |
|
|
2024
Q3 | $4.82M | Buy |
21,493
+4,373
| +26% | +$981K | 2.91% | 5 |
|
|
2024
Q2 | $3.65M | Buy |
17,120
+3,205
| +23% | +$684K | 2.4% | 5 |
|
|
2024
Q1 | $2.39M | Sell |
13,915
-734
| -5% | -$126K | 1.7% | 15 |
|
|
2023
Q4 | $2.75M | Buy |
14,649
+1,077
| +8% | +$202K | 2.02% | 9 |
|
|
2023
Q3 | $2.31M | Buy |
13,572
+222
| +2% | +$37.8K | 2.09% | 12 |
|
|
2023
Q2 | $2.58M | Buy |
13,350
+1,004
| +8% | +$194K | 2.18% | 9 |
|
|
2023
Q1 | $2.02M | Buy |
12,346
+875
| +8% | +$143K | 2.07% | 13 |
|
|
2022
Q4 | $1.5M | Buy |
11,471
+678
| +6% | +$88.6K | 1.7% | 15 |
|
|
2022
Q3 | $1.64M | Buy |
10,793
+279
| +3% | +$42.5K | 1.98% | 14 |
|
|
2022
Q2 | $1.61M | Buy |
10,514
+777
| +8% | +$119K | 2.01% | 13 |
|
|
2022
Q1 | $1.7M | Buy |
9,737
+88
| +0.9% | +$15.4K | 2.03% | 13 |
|
|
2021
Q4 | $1.71M | Buy |
+9,649
| New | +$1.71M | 1.97% | 12 |
|